We analyzed everything from advisor credentials to portfolio options to fees and customer support at some of the larger and ...

What Is an Investment Manager? An investment manager is a financial professional who specializes in managing investment portfolios on behalf of clients, including individuals, institutions, and ...

Editorial and user-generated content on this page is not provided, commissioned, reviewed, approved or otherwise endorsed by the companies listed. In addition, it is not the issuer’s responsibility to ...

Financial advisors are increasingly outsourcing portfolio construction as the demands of running a practice shift toward client growth and relationship management, according to new research.

Reliance on model portfolios is rising as financial advisors fundamentally shift their daily focus away from technical investment tasks toward business development. According to the Advisor Use of ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...

For much of the industry’s history, the advisor’s role was clear. Build portfolios. Manage risk. Optimize returns. Planning and coordination existed, but largely in service of the investment strategy.